Stationery

Email signature

Plain text (universal compatibility)

{Full Name}
{Title} | Level 147
admin@level147.net | level147.net
Victoria, Australia

This email and any attachments are intended solely for the named recipient(s)
and may contain confidential or legally privileged information. If received
in error, please notify the sender and delete immediately. Unauthorised use
or disclosure is prohibited.

HTML version

<table style="font-family: Arial, sans-serif; font-size: 13px; color: #333;">
  <tr>
    <td style="padding-right: 16px; border-right: 2px solid #3b82f6; vertical-align: top;">
      <!-- logo placeholder -->
      <strong style="font-size: 15px;">Level 147</strong>
    </td>
    <td style="padding-left: 16px;">
      <strong>{Full Name}</strong><br>
      {Title}<br>
      <a href="mailto:admin@level147.net">admin@level147.net</a><br>
      <a href="https://level147.net">level147.net</a>
      <br><br>
      <span style="font-size: 10px; color: #777;">
        This email and any attachments are intended solely for the named recipient(s)
        and may contain confidential or legally privileged information. If received in
        error, please notify the sender and delete immediately.
      </span>
    </td>
  </tr>
</table>

---

Letterhead

Every formal document (proposals, SOWs, formal correspondence) must include:

Header

• Level 147 logo (top left)
• level147.net (top right)
• Horizontal rule

Footer

• ABN: {ABN number}
• admin@level147.net · level147.net
• Victoria, Australia
• Page number (multi-page documents)

---

Invoice template

Invoices are issued as PDF. Filename: INV-{YYYY}-{NNN}-{ClientCode}.pdf

Example: INV-2026-001-ACME.pdf

Required fields

TAX INVOICE

Level 147
ABN: {ABN}
admin@level147.net
level147.net
Victoria, Australia

Invoice Number:   INV-2026-001
Invoice Date:     {date}
Due Date:         {date + 14 days}

Bill To:
{Client legal name}
{Client ABN if B2B}
{Client address}

────────────────────────────────────────────────────
Description                       Qty    Rate    Amount
────────────────────────────────────────────────────
{Service description}             {n}  ${rate}  ${sub}
────────────────────────────────────────────────────
                                  Subtotal:   ${sub}
                                  GST (10%):  ${gst}
                                  TOTAL DUE:  ${total}
────────────────────────────────────────────────────

Payment Details:
BSB: {BSB}
Account: {Account number}
Account Name: {Legal name}
Reference: INV-2026-001

Payment terms: 14 days from invoice date.
Late payment: Interest may be charged at 2% per month on overdue amounts.

Invoice numbering

Sequential: INV-{YEAR}-{NNN} — never skip or reuse numbers. Maintain an invoice register.

See Legal Compliance for ATO tax invoice requirements.

---

Proposal / quote template

Filename: PROPOSAL-{YYYY}-{NNN}-{ClientCode}-{ShortDescription}.pdf

Structure

1. Cover page — Level 147 logo, client name, project title, date, version number
2. Executive summary — 1 paragraph; problem statement and proposed approach
3. Scope of work — numbered deliverables; explicit exclusions listed
4. Timeline — milestone table with dates
5. Investment — fee table, payment schedule, T&C reference
6. Team — consultant bio(s)
7. Terms — reference to standard T&Cs; key clauses highlighted
8. Acceptance — signature block (client and Level 147)

Version control

v1.0 initial → v1.1 minor revision → v2.0 significant scope change.

---

Statement of Work (SOW) template

Required for engagements exceeding 20 hours or $5,000.

Required sections

1. Parties — legal names, ABNs, contact persons
2. Engagement description — brief scope summary
3. Deliverables — itemised, measurable, acceptance criteria defined
4. Timeline — start date, milestones, end date
5. Fees and payment — rate (hourly/fixed), schedule, expense policy
6. IP and confidentiality — ownership, NDA terms
7. Liability — cap, exclusions
8. Termination — notice period, payment for work completed to date
9. Governing law — Victoria, Australia
10. Signatures — dated, both parties

---

Meeting notes template

Filename: MEETING-{YYYY-MM-DD}-{ClientCode}-{Topic}.md

# Meeting: {Topic}
**Date:** {Date}
**Attendees:** {Names and roles}
**Prepared by:** {Name}

## Agenda
1.
2.

## Discussion
### Item 1
{Notes}

## Decisions made
-

## Action items
| Action | Owner | Due |
|--------|-------|-----|
| | | |

## Next meeting
{Date and agenda preview}

---

Communication standards

Response times

Channel	Target
Client email	1 business day
Urgent (flagged in subject)	4 hours during business hours
Proposals / quotes	3 business days
Invoice queries	1 business day

Business hours

Monday–Friday, 9:00 AM – 5:30 PM AEST/AEDT (UTC+10 standard, UTC+11 daylight saving — Victoria)

Language and tone

• Professional but approachable — avoid jargon with non-technical clients
• Plain English for contracts and T&Cs — legalistic language undermines trust in small-business engagements
• Proofread all client-facing documents before sending

---

Document retention

Document	Retention
Invoices	5 years (ATO)
Contracts / SOWs	7 years
Proposals (accepted)	7 years
Proposals (declined)	2 years
Meeting notes	3 years
Correspondence	5 years

See Legal Compliance for full record-keeping obligations.